Making a User Inactive or Deleting a User
Sometimes you will need to make a user inactive if they have left the agency or you may need to delete them altogether. To do this, you just need to follow the steps below.
Step 1. Under Admin, click on User Management, then find the account you wish to deactivate or delete. Click on the three dots on the right of their name as shown below.
Step 2. Select Deactivate which will give you a pop up window confirming you want to deactivate this user. Deactivating a user will not delete them from RiTA, it will just mean that they can not long in. If you just want to deactivate a user, this is all you need to do. Otherwise if you need to delete them proceed to the next step.
Step 3. After you Deactivate an account it will appear at the bottom of the list in User Management. Scroll down to the name and they will appear as Inactive.
Step 4. Click on the three small settings dots again and to Delete a user click on the Delete button as shown below. A pop up window will appear to confirm that you want to delete this user.
This user will now be deleted from RiTA and will no longer appear in the User Management screen. If you want to re-add them in or create a new user please refer to the Adding New Users to RiTA article.